location

Introduction

Tasks are various activities that are not related to paperwork.
Examples of tasks: pick up documents, take pictures of equipment, etc.
Tasks can be assigned both to a point of sale and to the entire route.
Tasks are used as one of the mechanisms for monitoring the activities of field employees. 

On a mobile device, an employee can:

• view the description of the task,
• fulfill its requirements,
• comment on the progress of its implementation,
• choose the outcome of the task from a preset list of possible options.

Appearance of the task list

Appearance of the task list is made in the split-screen mode into 3 workspaces.

On the left is a list of task categories:

• New - only created tasks
• In process - tasks processed by employees and ended with some outcome
• Important - separate section for tasks marked "Important!"
• For outlets - tasks assigned to retail outlets
• For employees - tasks assigned to employees

Brief information about the task is placed in the center.
Detailed information on the selected task is displayed on the right.

Appearance looks like this:

Creating new task

To create new task, click Create 

General Task Settings

In the left part of the window, the task name and description fields should be filled in so that the employee can clearly understand what results are expected from him.
Next, you can set the outcome of the task, which will be available to the employee after confirmation of completion.
Outcomes are arbitrary results of tasks that you can create based on the needs and characteristics of business processes.

In the right part of the window, you must specify the period during which the task will be sent to mobile devices (it will be active).
After that, select the schedule for sending the task: once, every day, on selected days of the week, or on selected calendar dates.
Depending on the selected schedule option, the interface may change.

Mandatory task

It is possible to set the mandatory task setting.
If the task is assigned to a visit to the client, it will be impossible to complete this visit until the task is completed.
If the task is assigned to an employee, it will be impossible to complete the working day until the task is completed.
To enable this setting, select  .

PhotoConfirmation of task completion

It is possible to oblige a visiting employee to attach a photo to the result of the task.
Function is used for additional quality control of the task.
In order to enable this setting, it is necessary to mark the item.

Task Recipients

Employee

By default, task will be created for all mobile employees.
To assign task to specific employees, click on Employees selection tab.

Next, the Selection of employees window opens, where selection of personnel is set.

Retail outlets

If it is necessary for the task to appear when the agent is working with retail outlets, select In retail outlets.
In this case, the selection of retail outlets will be available.

By clicking Selection in the Outlets tab, you can set the selection of only certain customers, when visiting which you will need to complete the task.

Editing a task

Changes to already created tasks are possible only if the field staff has not received this task. 
Such tasks are in the New category and the Edit button is available when viewing them.

Copying a task

To create a new task by copying an existing one, you need to check the box  next to the desired task and click .
After that, the created task will be placed in New category, where it can be edited and saved.

Saving a task

To save a new or made changes to an existing task, click , in the lower right corner of the screen.

Deleting a task

To delete a task, you need to check the box  next to the desired entry and click .
Task will be permanently deleted.